Case Study: LeaderOne Financial delivers exceptional mortgage experiences with Capacity’s CoPilot

LeaderOne Delivers Exceptional Experiences with a CoPilot

LeaderOne Financial, a mortgage banking company founded in 1992 and headquartered in Overland Park, KS, needed a better way to answer the many questions borrowers have throughout the home loan process. To support its growing operation of more than 70 branches and 500 employees, LeaderOne turned to Capacity and its support automation platform, including the L.O.I.S. chatbot (“LeaderOne Information System”).

Capacity helped LeaderOne create a dynamic knowledge base and deploy L.O.I.S. as an always-on AI assistant for standard loan, document, and regulation questions, while human CoPilots handled more complex cases that required context and judgment. The result was a more efficient knowledge-sharing process that supported LeaderOne’s goal of delivering exceptional mortgage experiences, with L.O.I.S. managing routine inquiries around the clock.

LeaderOne Financial

Jeremy Grafke

L.O.I.S. CoPilot